See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $117,221 |
STANCORP FINANCIAL GROUP6 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $87,624 |
COMPASS 360, LLC3 years Filed as: COMPASS 360 Service code 10 · EIN 81-1939215 | Accounting | $21,041 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,241 | $106,028-30.9% | $146,958-50.2% | $77,643-5.7% |
| Participation rate | 68.0% | 78.4%-10.4pp | 82.2%-14.2pp | 70.6%-2.6pp |
| Annual return | 17.29% | 56.73%-39.4pp | 418.34%-401.0pp | 31.24%-13.9pp |
| Employer contribution / active EE | $1,454 | $4,063-64.2% | $4,933-70.5% | $2,726-46.7% |
| Participant deferral / active EE | $6,000 | $7,990-24.9% | $8,070-25.6% | $4,647+29.1% |
| Admin fee / account holder | $301 | $337-10.9% | $12,998-97.7% | $430-30.1% |